Both stocks have lost value over the last year due to concerns about consumer spending and the threat of caps on credit card fees. Mastercard and Visa are growing revenue and earnings at a solid pace.
Visa Inc. remains a core portfolio holding, but I downgrade to Hold due to stretched valuation and macro uncertainty. V's 15% revenue growth is driven by value-added services and commercial payments, now accounting for about half of total revenue growth. Tokenization and digital innovations are compounding Visa's services-led growth, but competition from stablecoins and BNPL poses execution risk.
Since its first dividend in 2008, Visa's payouts have increased by 2,452%. Anyone investing $1,000 in Visa in 2008 and holding through today would now be collecting $597 in annual dividend income.
Visa entered fiscal 2026 with ample evidence that credentials, and not just cards, now anchor its global payments architecture. Management commentary spanned agentic commerce, stablecoins, as well as in B2B and P2P money movement, and CEO Ryan McInerney said during the Thursday (Jan.
(Kurs aktualisiert)SAN FRANCISCO - Der US-Zahlungsdienstleister Visa US92826C8394 hat in seinem ersten Geschäftsquartal von starken Ausgaben der Verbraucher profitiert.
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